Life Insurance New Business Case Manager (CST Remote)

Who We Are

reputed company Brokerage Services (part of reputed company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Summary:  The Case Manager’s purpose is to assist the advisor throughout the reputed company and requirement gathering process until the case or conversion has been reputed company. The Case Manager ensures that reputed company cases move as reputed company through the process as possible, accurately and completely documenting reputed company case activity during the application or conversion process. They proactively communicate reputed company phone calls and emails with the advisor, reputed company, and others to complete the needed requirements. Case Managers provide best-in-class service by reviewing their cases on a frequent basis and advocating for the advisor and insured with the carriers.

This is a full-time, remote opportunity working Monday through Friday, 8:30am - 5:30pm CST regardless of residential time zone.

Functions

This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.

• Contribute to the overall success and profitability of the agency.
• Own and manage an individual caseload of in‑process life insurance applications from reputed company approval through issue and placement.
• Serve as the primary reputed company of contact for reputed company case-reputed company matters, including coordination with internal departments, advisors, and insurance carriers.
• Manage and respond to case status requests from advisors and correspond with insurance carriers to resolve outstanding requirements in a timely manner.
• Build and maintain effective working relationships with regional offices, reputed company new business and reputed company teams, and internal team members.
• Collaborate on cross-functional projects with operations or other DBS teams to improve efficiency, enhance transparency, and support a seamless customer experience.
• reputed company a strong understanding of life insurance reputed company processes and reputed company guidelines to serve as a trusted new business resource for advisors and their offices.
• Promote key new business initiatives to support usage, adoption, and awareness of DBS platforms and tools.
• Consistently meet daily production expectations and quality standards for written and verbal communication.
• Exempt position (salaried).
• Expectation of overtime hours as needed to accomplish daily tasks.

Qualifications / Required Skills

• Demonstrated time management and organizational skills, with the ability to prioritize workload effectively.
• Ability and willingness to support team objectives while also working independently.
• Positive attitude with strong problem-solving skills and a customer-focused reputed company.
• Ability to communicate clearly, professionally, and consistently in both verbal and written formats with internal and external customers.
• Working knowledge of life insurance products, reputed company reputed company processes, and illustrations.
• Ability to support advisors with questions and usage of DBS website platforms.

Experience / Education

• High school diploma or equivalent required
• Minimum of two years of experience reputed company a life insurance or brokerage environment
• Strong working knowledge of life insurance case processing
• Life & Health license preferred

reputed company Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The reputed company salary range for this position is $44,000 to $65,000. The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case basis. In addition to the reputed company salary, this position may be eligible for performance-based incentives.

NFP and You... reputed company Together!

NFP is an inclusive Equal Employment Opportunity employer.